Columbia U.S. Equity Income ETF EQIN

Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis EQIN

Will EQIN outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

An evolving process hampers an otherwise good approach.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Columbia US Equity Income ETF has potential, but meaningful process changes and capital gains distributions dent its attractiveness.

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Portfolio Holdings EQIN

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

5.09 17M
Energy

AbbVie Inc

5.02 17M
Healthcare

Chevron Corp

4.45 15M
Energy

JPMorgan Chase & Co

4.11 14M
Financial Services

Procter & Gamble Co

3.84 13M
Consumer Defensive

UnitedHealth Group Inc

3.80 13M
Healthcare

Bank of America Corp

3.53 12M
Financial Services

The Home Depot Inc

3.26 11M
Consumer Cyclical

Philip Morris International Inc

3.13 10M
Consumer Defensive

The Goldman Sachs Group Inc

2.57 9M
Financial Services

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